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Side-by-side financial comparison of Element Solutions Inc (ESI) and NCR Atleos Corp (NATL). Click either name above to swap in a different company.
NCR Atleos Corp is the larger business by last-quarter revenue ($1.2B vs $840.0M, roughly 1.4× Element Solutions Inc). NCR Atleos Corp runs the higher net margin — 7.2% vs 6.7%, a 0.5% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 4.0%). NCR Atleos Corp produced more free cash flow last quarter ($194.0M vs $-74.2M). Over the past eight quarters, Element Solutions Inc's revenue compounded faster (17.1% CAGR vs 4.9%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
NCR Voyix Corporation, previously known as NCR Corporation and National Cash Register, is a global software, consulting and technology company providing several professional services and electronic products. It manufactured self-service kiosks, point-of-sale terminals, automated teller machines, check processing systems, and barcode scanners.
ESI vs NATL — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $1.2B |
| Net Profit | $56.0M | $83.0M |
| Gross Margin | 38.4% | — |
| Operating Margin | 13.3% | 13.5% |
| Net Margin | 6.7% | 7.2% |
| Revenue YoY | 41.0% | 4.0% |
| Net Profit YoY | -42.9% | 102.4% |
| EPS (diluted) | $0.23 | $1.09 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $840.0M | — | ||
| Q4 25 | $676.2M | $1.2B | ||
| Q3 25 | $656.1M | $1.1B | ||
| Q2 25 | $625.2M | $1.1B | ||
| Q1 25 | $593.7M | $979.0M | ||
| Q4 24 | $624.2M | $1.1B | ||
| Q3 24 | $645.0M | $1.1B | ||
| Q2 24 | $612.7M | $1.1B |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $83.0M | ||
| Q3 25 | $39.3M | $26.0M | ||
| Q2 25 | $47.4M | $39.0M | ||
| Q1 25 | $98.0M | $14.0M | ||
| Q4 24 | $54.7M | $41.0M | ||
| Q3 24 | $40.3M | $21.0M | ||
| Q2 24 | $93.2M | $27.0M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | — | ||
| Q3 25 | 42.2% | — | ||
| Q2 25 | 42.6% | — | ||
| Q1 25 | 42.2% | — | ||
| Q4 24 | 41.0% | — | ||
| Q3 24 | 41.5% | — | ||
| Q2 24 | 43.6% | — |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | 13.5% | ||
| Q3 25 | 15.4% | 9.8% | ||
| Q2 25 | 15.1% | 10.8% | ||
| Q1 25 | 13.0% | 9.5% | ||
| Q4 24 | 12.0% | 13.4% | ||
| Q3 24 | 14.7% | 10.6% | ||
| Q2 24 | 15.7% | 9.8% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | 7.2% | ||
| Q3 25 | 6.0% | 2.3% | ||
| Q2 25 | 7.6% | 3.5% | ||
| Q1 25 | 16.5% | 1.4% | ||
| Q4 24 | 8.8% | 3.7% | ||
| Q3 24 | 6.2% | 2.0% | ||
| Q2 24 | 15.2% | 2.5% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $1.09 | ||
| Q3 25 | $0.16 | $0.34 | ||
| Q2 25 | $0.20 | $0.52 | ||
| Q1 25 | $0.40 | $0.19 | ||
| Q4 24 | $0.22 | $0.56 | ||
| Q3 24 | $0.17 | $0.28 | ||
| Q2 24 | $0.39 | $0.37 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $177.3M | $456.0M |
| Total DebtLower is stronger | — | $2.7B |
| Stockholders' EquityBook value | $2.7B | $403.0M |
| Total Assets | $5.7B | $5.7B |
| Debt / EquityLower = less leverage | — | 6.63× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $456.0M | ||
| Q3 25 | $594.3M | $412.0M | ||
| Q2 25 | $529.9M | $357.0M | ||
| Q1 25 | $499.2M | $352.0M | ||
| Q4 24 | $359.4M | $419.0M | ||
| Q3 24 | $376.0M | $395.0M | ||
| Q2 24 | $309.3M | $374.0M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $2.7B | ||
| Q3 25 | $1.6B | $2.8B | ||
| Q2 25 | $1.6B | $2.8B | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.8B | $2.9B | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $403.0M | ||
| Q3 25 | $2.7B | $330.0M | ||
| Q2 25 | $2.6B | $350.0M | ||
| Q1 25 | $2.5B | $275.0M | ||
| Q4 24 | $2.4B | $219.0M | ||
| Q3 24 | $2.4B | $264.0M | ||
| Q2 24 | $2.4B | $250.0M |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $5.7B | ||
| Q3 25 | $5.0B | $5.7B | ||
| Q2 25 | $5.0B | $5.8B | ||
| Q1 25 | $4.8B | $5.7B | ||
| Q4 24 | $4.9B | $5.5B | ||
| Q3 24 | $5.1B | $5.7B | ||
| Q2 24 | $5.0B | $5.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 6.63× | ||
| Q3 25 | 0.61× | 8.45× | ||
| Q2 25 | 0.62× | 8.05× | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.76× | 13.05× | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.81× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $231.0M |
| Free Cash FlowOCF − Capex | $-74.2M | $194.0M |
| FCF MarginFCF / Revenue | -8.8% | 16.8% |
| Capex IntensityCapex / Revenue | 3.0% | 3.2% |
| Cash ConversionOCF / Net Profit | — | 2.78× |
| TTM Free Cash FlowTrailing 4 quarters | — | $239.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $231.0M | ||
| Q3 25 | $100.1M | $25.0M | ||
| Q2 25 | — | $-23.0M | ||
| Q1 25 | $26.0M | $123.0M | ||
| Q4 24 | — | $80.0M | ||
| Q3 24 | $98.5M | $107.0M | ||
| Q2 24 | — | $9.0M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $194.0M | ||
| Q3 25 | $83.6M | $-5.0M | ||
| Q2 25 | — | $-44.0M | ||
| Q1 25 | $15.0M | $94.0M | ||
| Q4 24 | — | $62.0M | ||
| Q3 24 | $85.9M | $85.0M | ||
| Q2 24 | — | $-14.0M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 16.8% | ||
| Q3 25 | 12.7% | -0.4% | ||
| Q2 25 | — | -4.0% | ||
| Q1 25 | 2.5% | 9.6% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | 13.3% | 7.9% | ||
| Q2 24 | — | -1.3% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 3.2% | ||
| Q3 25 | 2.5% | 2.7% | ||
| Q2 25 | 2.8% | 1.9% | ||
| Q1 25 | 1.9% | 3.0% | ||
| Q4 24 | 3.6% | 1.6% | ||
| Q3 24 | 2.0% | 2.1% | ||
| Q2 24 | 2.4% | 2.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.78× | ||
| Q3 25 | 2.55× | 0.96× | ||
| Q2 25 | — | -0.59× | ||
| Q1 25 | 0.27× | 8.79× | ||
| Q4 24 | — | 1.95× | ||
| Q3 24 | 2.44× | 5.10× | ||
| Q2 24 | — | 0.33× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
NATL
| Services | $848.0M | 74% |
| APJ | $136.0M | 12% |
| Americas Excluding United States | $135.0M | 12% |
| TT | $44.0M | 4% |
